Advantages of Document Management

Accounting Technology,  September, 2006  

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Potts, Hannah & Fischer, P.C. (www.tepotts.com), a prominent Indianapolis-based accounting, taxation, and consulting services firm, amassed considerable client paperwork volume, stored in a multitude of file folder storage cabinets. Firm management was seeking means to organize, circulate to clients, and archive files electronically, having convenient access to documentation while reducing storage space and cost.

Jim Goodwin of HPS Office Systems in Indianapolis (www.hpsinc.com) assessed the firm's needs addressing both existing paperwork and ongoing client file management requirements. "I've found their situation common to CPA firms," noted Goodwin. "Client paperwork is often archived in its native paper format, creating an environment of high-cost storage and time-consuming information retrieval. The firm was wise to seek a better document management option; they needed to utilize electronic document management capture and retrieval software to create additional information storage capability." Solution HPS Office Systems provided the accounting, taxation, and consulting services firm with Savin's IS300e ...